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Frequent Visitor

## Running Balance and Adding Previous Month Balance

I have calculated my running balance: if balance between available and scheduled is less than 0, than 0 otherwise the difference of available to scheduled - we can't carry over a positve balance. If you don't use it you lose it. My problem is that I then need adjusted scheduled hours to be scheduled hours + -running balance from previous month. You can see in my formula I used CALCULATE('Scheduled Hours Report'[Running Balance],PREVIOUSMONTH('Date'[Date])) but it's not pulling my running balance from the previous month. Is this because my running balance is from two different tables linked by date? If so, how do I get an adjusted scheduled hours column based on any negative difference between available and scheduled hours.

1 ACCEPTED SOLUTION
Super User

it seams PREVIOUSMONTH filters the date range, and ALLSELECTED can not remove that filter

try to change ALLSELECTED to ALL

4 REPLIES 4
Frequent Visitor
Thanks for your help. Below is the other formula's. Let me know if there is anything else I can provide to get more help on solving this 🙂

Running Balance =
IF([Running Total Available Hours]-[Running Total Scheduled Hours]>0,0,[Running Total Available Hours]-[Running Total Scheduled Hours])

Running Total Available Hours =
CALCULATE(
SUM('Available Hours'[Available Hours]),
FILTER(
ALLSELECTED('Date'[Date]),
ISONORAFTER('Date'[Date], MAX('Date'[Date]), DESC)
)
)

Running Total Scheduled Hours =
CALCULATE(
[Scheduled Hours],
FILTER(
ALLSELECTED('Date'[Date]),
ISONORAFTER('Date'[Date], MAX('Date'[Date]), DESC)
)
)
Super User

it seams PREVIOUSMONTH filters the date range, and ALLSELECTED can not remove that filter

try to change ALLSELECTED to ALL

Frequent Visitor

That worked. Thank you so much!

Super User

can you show the code of other three measures?

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